Fully Customizable Courseware For Trainers
Intuit QuickBooks 2008: Expert
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Intuit QuickBooks 2008 Expert explores the latest update to a favorite program among accountants and business users. Whether you’re using QuickBooks for the first time, or have been using it for years, this four-level course (written by a QuickBooks ProAdvisor) will help you make the most of QuickBooks 2008’s exciting features.
Highlights of this courseware include complete coverage of the EasyStep Interview, a discussion of online banking with QuickBooks, and an overview of the Business Planner. Participants will also receive daily, weekly, monthly, quarterly, and annual checklists.
System Security
This section will explore how to manage QuickBooks data; set up QuickBooks for multiple users; import, export, back up, and restore files; and create an accountant’s copy.
Advanced Account Tasks
Next, participants will learn how to use asset, liability, and equity accounts; prepare sales tax; and wrap things up at year’s end.
Using the Business Planner
Participants will learn how to use the Business Planner to generate reports, graphs, and a business plan.
Supplemental Checklists
To conclude the course, participants will receive daily, weekly, monthly, quarterly, and annual checklists to help them keep on top of QuickBooks tasks.
As always, all of Velsoft’s courseware and accompanying training material is ready to Download and is completely customizable!
Section 1: Working with Payroll and Time Tracking
Lesson 1.1: Payroll Reports
Overview of Reports
Employee QuickReport
Payroll Summary by Employee
Payroll Liability Report
Exporting Data to Excel
Step-By-Step
Skill Sharpener
Lesson 1.2: Time Tracking, Part 1
Turn On Time Tracking
Using Weekly Timesheets
Entering Single Activities
Viewing Unbilled Time
Step-By-Step
Skill Sharpener
Lesson 1.3: Time Tracking, Part 2
Invoicing Unbilled Time
Using Online Timesheets
Tracking Time with Outlook
Time Tracking Reports
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: System Security
Lesson 2.1: Protecting Your Data
Backing up Your Company File
Restoring Your Company File
Creating a Portable Company File
Verifying Data
Rebuilding Data
Cleaning Up Data
Step-By-Step
Skill Sharpener
Lesson 2.2: Setting up Users
Opening the User List
Creating a User
Editing a User
Deleting a User
Changing Passwords
Working in a Multi-User Environment
Step-By-Step
Skill Sharpener
Lesson 2.3: Working with Files
Importing Files
Exporting Files
Synchronizing Outlook Contacts
Converting from Another Program
Step-By-Step
Skill Sharpener
Lesson 2.4: The Accountant's Copy
About the Accountant's Copy
Creating an Accountant's Copy
Importing an Accountant's Copy
Canceling an Accountant's Copy
Converting the Accountant's Copy to a QBW File
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Advanced Account Tasks
Lesson 3.1: Asset Accounts
What is an Asset Account?
Creating an Asset Account
Purchasing a Fixed Asset
Viewing the Fixed Asset Item List
Entering Depreciation
Step-By-Step
Skill Sharpener
Lesson 3.2: Liability and Equity Accounts
Current Term vs. Long Term
Adding Liability Accounts
Recording Investments by Owners
Recording Payments to Owners
Repaying Liabilities
Step-By-Step
Skill Sharpener
Lesson 3.3: Preparing Sales Tax
Setting Sales Tax Preferences
Viewing the Tax Code List
Setting Tax Codes for Items and Customers
Using Sales Tax Reports
Adjusting Tax Due
Remitting Sales Tax
Step-By-Step
Skill Sharpener
Lesson 3.4: Year-End Activities
Preparing for Year-End
Preparing for Tax Time
Processing Payroll Forms
Paying Estimated Income Taxes
Closing the Books
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Business Plans
Lesson 4.1: Using the Business Planner
Opening the Business Planner
Understanding the Business Planner Interface
Using the Welcome Screen
Getting Help
Closing the Business Planner
Step-By-Step
Skill Sharpener
Lesson 4.2: Entering Information
Entering Company Information
Entering Income Details
Entering Expense Details
Completing the Interview
Step-By-Step
Skill Sharpener
Lesson 4.3: Viewing the Plan
Understanding the Interface
Choosing a Section
Viewing an Example
Using the Topic Guide
Writing Your Plan
Step-By-Step
Skill Sharpener
Lesson 4.4: Planner Tools
Generating Reports
Generating Graphs
Checking Your Spelling
Setting the Plan Format
Step-By-Step
Skill Sharpener
Lesson 4.5: Finishing the Plan
Using Print Preview
Printing the Business Plan
Printing the Topic Guide
Backing Up Your Plan
Restoring a Plan
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Section 5: Supplemental Checklists
Index
Everything you need to deliver amazing training
Each courseware title is a trainers' kit that comes with the following course components:
Instructor Guide
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Student Manual
Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.
Exercise Workbook
Velsoft offers an Exercise Workbook (also customizable) that is specific to the course you are offering. You can choose whether this is something you would like to present to your students.
Sample Files
Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.
PowerPoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.
Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
